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SWS Partners’s Schwab US REIT ETF SCHH Stock Holding History

SWS Partners’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.9M Sell
164,597
-603
-0.4% -$14.1K 0.84% 36
2026
Q1 		$3.55M Sell
165,200
-2,432
-1% -$53.3K 0.88% 39
2025
Q4 		$3.5M Buy
167,632
+6,056
+4% +$128K 0.85% 39
2025
Q3 		$3.49M Buy
161,576
+17,784
+12% +$379K 0.85% 38
2025
Q2 		$3.04M Buy
143,792
+957
+0.7% +$20.1K 0.82% 40
2025
Q1 		$3.07M Sell
142,835
-1,721
-1% -$36.8K 1.01% 33
2024
Q4 		$3.04M Buy
144,556
+29,354
+25% +$656K 0.92% 35
2024
Q3 		$2.67M Sell
115,202
-19,586
-15% -$429K 0.85% 37
2024
Q2 		$2.69M Buy
134,788
+3,947
+3% +$77K 0.8% 41
2024
Q1 		$2.66M Buy
130,841
+7,216
+6% +$145K 0.79% 44
2023
Q4 		$2.56M Sell
123,625
-4,473
-3% -$83.1K 0.83% 45
2023
Q3 		$2.27M Buy
128,098
+8,424
+7% +$162K 0.84% 50
2023
Q2 		$2.34M Sell
119,674
-6,533
-5% -$125K 0.84% 47
2023
Q1 		$2.46M Buy
126,207
+2,337
+2% +$46.8K 0.92% 38
2022
Q4 		$2.39M Buy
123,870
+2,091
+2% +$40.2K 1.13% 35
2022
Q3 		$2.28M Buy
+121,779
New +$2.63M 1.05% 35
2021
Q1 		– Sell
-138,846
Closed -$2.64M – 107
2020
Q4 		$2.64M Sell
138,846
-1,320
-0.9% -$24.4K 1.17% 21
2020
Q3 		$2.48M Buy
+140,166
New +$2.52M 1.24% 19
2020
Q2 		– Sell
-137,448
Closed -$2.25M – 104
2020
Q1 		$2.25M Buy
+137,448
New +$2.93M 1.61% 17
2019
Q3 		$3.14M Buy
134,156
+12,226
+10% +$280K 1.86% 10
2019
Q2 		$2.77M Buy
+121,930
New +$2.72M 1.76% 11
2018
Q4 		$231K Buy
+11,998
New +$245K 0.18% 96
2018
Q2 		– Sell
-8,532
Closed -$161K – 272
2018
Q1 		$161K Buy
8,532
+8,530
+426,500% +$164K 0.12% 74
2017
Q4 		$0 Buy
+2
New +$42 ﹤0.01% 405

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SWS Partners's SCHH Position: Q2 2026 in Review

SWS Partners reduced its Schwab US REIT ETF (SCHH) stake by 0.37% in Q2 2026, selling an estimated $14.1K and leaving 164,597 shares worth $3.9M. The position accounts for 0.84% of the portfolio, ranked #36.

SWS Partners first reported a position in SCHH in Q4 2017 and has held it in 24 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • SWS Partners held 164,597 shares of Schwab US REIT ETF worth $3.9M as of Q2 2026.
  • SWS Partners sold 603 Schwab US REIT ETF shares in Q2 2026, an estimated $14.1K.
  • Schwab US REIT ETF made up 0.84% of SWS Partners's portfolio in Q2 2026, its #36 holding.
  • SWS Partners first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 24 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.